AI-Agents for Accounting in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Convert Bank Statements
Prepare bank transactions for import and flag entries needing review.
Get an import CSV in your shared folder from a text-readable bank statement PDF, with unclear entries and balance differences flagged for review.
Works with
7 tools
7 tools
Merge PDF Documents
Combine submitted invoice PDFs into one file for review.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Works with
6 tools
6 tools
Analyze Bank Statements
Create categorized transaction records and flag balance differences.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
Works with
5 tools
5 tools
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